AUM by Age Range is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

AUM by Age Range

AUM by Age Range shows how AUM is distributed among age groups across the firm or by selected Advisors. As historical financial data is not stored in AE CRM, only the current status may be viewed.

To be included in the results, a Record must have a Client classification, have one of the selected Advisors set as Advisor 1, have a Person 1 with a birthdate set, and have at least one managed asset.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose contact numbers you are viewing.

• Remove advisors by clicking remove by the user name.
• Remove all currently selected advisors by clicking in the bottom right.
• Add advisors by clicking and selecting the users to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

Drill Down

Hover over any age group for additional details on the number of clients and the percentage of AUM and Revenue it makes up.

Click any range bar to view a grid of the included Records with additional details.

• Use the Search box to search for a particular Record by Record Name or Advisor.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.
• Click any row to be taken directly to the selected Record.